SALIENT POINTS Big boost to Public Capital Expenditure & Infrastructure with a 33% increase Combined… Read More »
Hindenburg report on Adani Group can continue to cause negative sentiment in the short term but eventually, good Indian economic fundamentals will reassert.
2023 can be similar to 2022 with India continuing to be the fastest-growing major economy amongst tough global conditions
Indian economic fundamentals are good and earnings momentum is strong. However, global macro conditions are uncertain. We expect India to do well, especially in the medium term.
The probability of Russia Ukraine war resolution is higher in the 2nd half of 2022 as economic costs mount and that will be good for the financial markets.
This time around, if the correlation amongst various global markets decreases, it might favour the Indian market.
SALIENT POINTS Big boost to Public Capital Expenditure & Infrastructure with a 33% increase Combined… Read More »
Hindenburg report on Adani Group can continue to cause negative sentiment in the short term but eventually, good Indian economic fundamentals will reassert.
2023 can be similar to 2022 with India continuing to be the fastest-growing major economy amongst tough global conditions
Indian economic fundamentals are good and earnings momentum is strong. However, global macro conditions are uncertain. We expect India to do well, especially in the medium term.
There are three dimensions of happiness and knowing them is the first step for enhancing it
There are five major contributors and creating interlinkages is an effective happiness tool
Money is the most controllable contributor to happiness and the blog will keep on exploring innovative ways.
There are three dimensions of happiness and knowing them is the first step for enhancing it
There are five major contributors and creating interlinkages is an effective happiness tool
Money is the most controllable contributor to happiness and the blog will keep on exploring innovative ways.
SALIENT POINTS Big boost to Public Capital Expenditure & Infrastructure with a 33% increase Combined… Read More »
Hindenburg report on Adani Group can continue to cause negative sentiment in the short term but eventually, good Indian economic fundamentals will reassert.
2023 can be similar to 2022 with India continuing to be the fastest-growing major economy amongst tough global conditions
Indian economic fundamentals are good and earnings momentum is strong. However, global macro conditions are uncertain. We expect India to do well, especially in the medium term.
Although my objective is to provide views and recommendations on the Indian market, I am… Read More »
USA is divided whether it is a bull market resumption or bear market rally, however, Indian medium term bullish story remains intact.
SALIENT POINTS Big boost to Public Capital Expenditure & Infrastructure with a 33% increase Combined… Read More »
Hindenburg report on Adani Group can continue to cause negative sentiment in the short term but eventually, good Indian economic fundamentals will reassert.
2023 can be similar to 2022 with India continuing to be the fastest-growing major economy amongst tough global conditions
Indian economic fundamentals are good and earnings momentum is strong. However, global macro conditions are uncertain. We expect India to do well, especially in the medium term.
Alpha is the extra return generated as compared to benchmark index. For example, in 2014 if…Read More
Alpha is the extra return generated as compared to benchmark index. For example, in 2014 if…Read More
Anybody can have a career and financial setback but there are ways to overcome and channelize
Anybody can have a career and financial setback but there are ways to overcome and channelize